Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio

About Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio

Stock Picking with Fexingo is the daily show where Lucas and Luna argue the specific merits of individual equities in real time, using only publicly-available filings, earnings transcripts, and market data. Each episode focuses on a single stock—from mega-cap tech to obscure small-caps—and constructs a concentrated portfolio thesis. Lucas leads with fundamental analysis, tracing through cash flow statements and competitive moats with a fountain pen's precision, while Luna challenges assumptions about valuation, management quality, and sector tailwinds. They dissect the numbers: revenue growth rates, operating margins, debt profiles, and insider ownership. The listener is an investor who manages their own portfolio, reads 10-Ks for fun, and wants to hear two skeptics debate whether a stock deserves a place in a concentrated bet. No hot takes, no market timing—just the slow, patient work of building conviction. By the end of each episode, you'll know whether Lucas and Luna believe this stock is a buy, sell, or hold—and why. What will your thesis be? #StockPicking #IndividualEquities #ConcentratedPortfolio #ValueInvesting #FundamentalAnalysis #EquityResearch #EarningsAnalysis #CashFlow #CompetitiveMoat #SmallCapStocks #MegaCapTech #PortfolioConstruction #Finance #FexingoBusiness #BusinessPodcast #DailyShow #Investing #StockResearch Keep every episode free: buymeacoffee.com/fexingo (https://buymeacoffee.com/fexingo)

Publisher

Fexingo

Category

business

Language

en

Explicit

No

First episode

19 May 2026

Latest episode

7 Nov 2026

Latest episodes

227 episodes in the feed.

1. 

   7 Nov 2026

   Why Berkshire Doubles Buybacks Despite Earnings Dip

   Berkshire Hathaway just doubled its share repurchases in the third quarter even as reported earnings softened. Lucas and Luna unpack why Warren Buffett’s firm is buying back stock at a time when many investors are pulling back. We look at the math behind the buyback, how it impacts per-share intrinsic value, and what this move tells us about capital allocation discipline when markets are volatile. #BerkshireHathaway #WarrenBuffett #ShareBuybacks #CapitalAllocation #ValueInvesting #StockRepurchase #IntrinsicValue #MarketVolatility #Q3Earnings2026 #DividendPolicy #LongTermInvesting #FinancialAnalysis #PortfolioStrategy #BusinessPodcast #FexingoBusiness #InvestmentInsights #WealthManagement #FinanceNews Keep every episode free: buymeacoffee.com/fexingo (https://buymeacoffee.com/fexingo)

2. 

   6 Nov 2026

   How CoreWeave's Bond Yields Change AI Investing

   With the Nasdaq in correction and bond yields for AI infrastructure like CoreWeave topping sixteen percent, the cost of capital is shifting. Lucas and Luna break down how this credit market signal changes the math on data center builds, why margin compression matters more than revenue growth right now, and what it means for stock pickers navigating November 2026. #CoreWeave #AICapitalCosts #BondYields #DataCenters #InfrastructureDebt #TechValuation #NasdaqCorrection #CreditMarkets #StockPicking #MarginCompression #InterestRates #FinancePodcast #BusinessAnalysis #FexingoBusiness #LucasAndLuna #InvestmentStrategy #November2026 #EquityResearch Keep every episode free: buymeacoffee.com/fexingo (https://buymeacoffee.com/fexingo)

3. 

   4 Nov 2026

   Why Big Tech Dividends Are The New Trap

   In November 2026, Amazon surged ten percent while NVIDIA fell four percent. We dissect why tech giants are shifting from buybacks to dividends and how that changes your valuation model. Lucas and Luna explore the capital allocation pivot in mega-cap stocks, arguing that income generation is replacing aggressive reinvestment as the primary driver of shareholder returns. #FexingoBusiness #FinancePodcast #StockPicking #CapitalAllocation #DividendStrategy #TechStocks #Amazon #NVIDIA #ShareholderReturns #ValueInvesting #MarketAnalysis #GrowthVsIncome #PortfolioManagement #EquityResearch #BusinessStrategy #EconomicCycle #CorporateFinance #InvestmentThesis Keep every episode free: buymeacoffee.com/fexingo (https://buymeacoffee.com/fexingo)

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.